On April 8 evening, one quarterly reports gave Shanghai city first 2019 furnace, country aircraft is general (600444)2019 year net first quarter gain ten million seven hundred and thirteen thousand yuan, go up deficit of year of the corresponding period 2.94 million yuan. The company is announced with day 2018 annals, realized business income 2018 596 million yuan, fall compared to the same period 2.62% ; Net profit forty-seven million one hundred and ninety-seven thousand yuan, fall compared to the same period 71.78% .
It is announcement check scheme below:
[outspread read]
684 hair one quarterly reports is premonitory: 106 are added beforehand exceed 3 1 times add beforehand super- 20 times
Skirmish of one quarterly reports leaves formally dozen, it is Maotai presents as leading role to be added beforehand this 30% .
According to statistic of reporter of certificate business China, up to now, already 684 companies release one quarterly reports premonitory, among them 345 companies predict outstanding achievement grows, occupy than achieving 50.44% , 293 companies predict outstanding achievement glides, occupy than 42.84% .
Add extent to look beforehand, 227 predicting amplitude exceed 30% , 106 predicting amplitude exceed 100% , ore natural resources, beneficial gives birth to share in, China on the west share 3 add extent to exceed 20 times beforehand:
In ore natural resources: Predict 24 million yuan to realize gain, predict to grow 3479.95% compared to the same period;
Beneficial gives birth to share: Predict 320 million yuan to realize gain, predict to grow 2919.27% compared to the same period;
China on the west share: Predict 340 million yuan to realize gain, predict to grow 2568.59% compared to the same period.
Nevertheless, this increases play beforehand most the lead that grabs an eye is " king " Maotai. On April 4 evening, on the base that already increased 30% in annals outstanding achievement, guizhou Maotai announces again, preliminary business accounting, 2019 implementation business gross income grows 20% to control compared to the same period first quarter, profit of implementation partner net grows 30% to control compared to the same period.
Add beforehand gather together excavate, iron and steel and chemical industry
Time is entered after April, annals and the exposure window of one quarterly reports appear jackknife, but will look with respect to sex of effectiveness for a given period of time, relatively the later period of 34 months sluggish at annals data, data of one quarterly reports has stronger referenced value undoubtedly, also suit investor to be used at prices of layout outstanding achievement more.
Add extent on average to look beforehand, add high beforehand a concentration mix in excavate, steely, chemical industry communication board piece, add extent on average to be achieved respectively beforehand 650.14% , 88.06% , 80.38% , 43.89% , premonitory the amount has 6 respectively, 4, 82 mix 32.
In excavate board piece in, predicting growth is most is medium ore natural resources, this company released announcement to say on March 30, predict implementation gain reachs 30 million yuan 24 million yuan first quarter, outstanding achievement grows 3479.95% compared to the same period to 4374.94% , but as a result of,the main motive force of growth is " finite liability company brings into material of Jiangxi Dong Pengxin amalgamative limits be caused by.
Additional, in chemical industry board piece in, 45 predicting outstanding achievement are growing, but also 33 predicting outstanding achievement give now to slip.
China share is outstanding achievement adds the chemical industry with top range beforehand on the west. On April 2, china share announcement says on the west, predict implementation gain reachs 400 million yuan 340 million yuan first quarter, compared to the same period amplitude is achieved 2568.59% to 3039.52% , growing origin basically is an accountant the change of metric means.
China share announcement says on the west, "Since January 1, 2019, the company implements standard of accounting of new finance tool, will former with evenhanded price estimation the quantity includes the Jiangsu bank that can produce project business accounting for selling financial endowment, Hua Tai the share such as times of negotiable securities, Ningde kind financial capital, new classification comes to be measured with evenhanded price estimation and its are fluctuant plan into current the financial capital project of increase and decrease undertakes business accounting, the evenhanded value that capital of this kinds of finance produces changes accrual is affected this period vest in appears on the market the net profit of company shareholder makes an appointment with 310 million yuan.
This is meant, in A below the background that prices goes arrogant, china share is held through the change on the west metric means, 310 million yuan yield will be obtained first quarter.
Maotai presents as leading role to be added beforehand, the analysis says faster stronger
Outstanding achievement is added beforehand is medium commonly pannikin the world, some although be added beforehand at every turn,exceed 10 times, dimensions of Dan Jiying benefit still may be not worth ten million, and grail as a result of its dimensions is restricted, appear rarely the outstanding achievement that exceeds 30% increases scope beforehand.
But this is relatively special, the Guizhou Maotai of -727379968 level, successive twice announcement growth exceeds 30% .
On March 28, guizhou Maotai is released 2018 annals, achieve business gross earnings seventy-seven billion one hundred and ninety-nine million yuan, grow 26.43% compared to the same period, implementation puts in parent net profit 's charge thirty-five billion two hundred and four million yuan, grow 30% compared to the same period, draft every 10 cliques to show 145.39 yuan, this one outstanding achievement is added fast already solid belong to god-given.
One quarterly reports once more high speed grows. On April 4 evening, guizhou Maotai is released " 2019 announcement of main first quarter management data " , weigh preliminary business accounting, 2019 implementation business gross income grows 20% to control compared to the same period first quarter; Implementation vest in appears on the market the net gain of company shareholder grows 30% to control compared to the same period.
Amplitude of profit of net of partner of Guizhou Maotai past years
Exceed expectant outstanding achievement data, stimulating the step on share price while, also push the share price that raised analysts to anticipate.
On March 29, china achieve Fang Zhen of negotiable securities analyst and Dong Anyang to release grind newspaper, caption is " faster stronger more continuously, target price is carried reach 1000 yuan " , think Guizhou Maotai is in second half of the year cancelled 1/5 agency circumstance to fall 2018, outstanding achievement still maintains grow considerably, again its extremely powerful brand force and market answer confirm ability, since the beginning of the year market be in short supply need not excessive and anxious, outstanding achievement determinism is tall, sell continuously change escort the Emperor outstanding achievement grows more quickly, appraise of high grade asset is worth liquor bibcock internationalization more hasten is clear.
Accordingly, china achieve 2019-2021 of Maotai of Guizhou of the attune on negotiable securities year EPS is forecasted to 33.5/39.3/45.3 yuan, grow 19.4%/17.3%/15.5% respectively, corresponding PE is 24/21/18 times, price of 12 months target is moved to reach 1000 yuan on, PE was in correspondence 2020 25 times the left and right sides, maintain " push by force " grade.
The in still having letter that reads to reach 1000 yuan high likewise is built cast.
The letter is built in cast say, at present pattern of Maotai supply and demand still slants close, approve valence to still be in slow promotion, factory price / valence needs terminal retail price apparent, channel profit exceeds 100% , predicting future still has the space that raise price. Predict in the near future, maotai is compound add fast amount to 15% the left and right sides, bibcock of referenced abroad firewater, diyajiou, 100 blessing door, protect Le Lijia to wait, predicting Maotai appraise is worth still hopeful promotes further.
The letter is built in cast predict, guizhou Maotai 2019-2020 year battalion closes add fast it is respectively 15.90% , 15.09% , profit of net putting in a mother 's charge is added fast it is respectively 20.6% , 17.4% , corresponding EPS is respectively 33.79, 39.69 yuan, maintain buy grade, target price 1000 yuan.
39 are added beforehand exceed 300%
Up to now, already 684 companies announced one quarterly reports to predict amplitude, with outstanding achievement growth floor level looks, 227 predicting amplitude exceed 30% , 172 predicting amplitude exceed 50% , 106 predicting amplitude exceed 100% , still 39 predicting amplitude exceed 300% , 9 add extent to exceed 1000% beforehand.
Profit unripe share is in early foreknew on Feburary 20 outstanding achievement will grow considerably first quarter.
In the annals summary announcement that issued on Feburary 20, beneficial gives birth to share to predict, implementation gain reached 340 million yuan 320 million yuan first quarter 2019, compared to the same period amplitude is achieved 2919.27% to 3107.97% .
The company shows, outstanding achievement is fluctuant reason, be " in recent years introduce a fine variety of Dai Baiyu of our country ancestor's fryer is not worth continuously, the phenomenon with industry constrictive first quarter supply lasted as before 2019, suffer this effect, company advocate acting flesh of battalion product parents is planted gallinaceous chickling and price of chickling of commodity acting flesh relatively the corresponding period rose considerably last year.
Since this year, share price of profit unripe stock rose 171.01% , company market prise achieves 13.1 billion yuan, dynamic city is filled with rate achieve 36.2 times.
The amplitude that Hua Changhua is versed in also exceeds 10 times. On March 28, china prosperous chemical industry releases announcement to say, predict implementation gain reachs 65 million yuan 55 million yuan first quarter, compared to the same period amplitude is achieved 1652% to 1970% .
Grow a reason to outstanding achievement, china prosperous chemical industry expresses, although product value still presents fluctuant state, but industry whole incline to at look forward to firm; Raw material structural adjustment 2 period the put into production of the project reduced manufacturing cost, increased at the same time multivariate the yield of the product such as mellow, methanol can. As a result of the effect that suffers afore-mentioned integrated elements to wait, report period management outstanding achievement and go up photograph of year of the corresponding period than appearing relatively rise substantially.
Same outstanding achievement increases scope beforehand taller still include Lei Man share, civilian with share, Haipurui and silicon treasure science and technology.
In addition, also 176 predict loss of occurrence outstanding achievement of one quarterly reports, among them dimensions of 23 predicting deficit exceeds 100 million yuan, 7 predict to exceed loss 300 million yuan, of primary share of herd of Chu Ying farming and herd have a deficit beforehand dimensions exceeds 500 million yuan, achieve 1.16 billion yuan to reach 560 million yuan respectively.
Herd of Chu Ying farming expresses, the reason that has a deficit beforehand is:
1, company main live pig breeds base to be located in Henan, Inner Mongolia, Jilin, 2019 although,sale price of area live pig is stated before first quarter somewhat get warm again after a cold spell, but the whole first quarter is average price level still inferior;
2, situation of company capital insecurity had be notted solve effectively, the company loses former some to purchase the factor such as privilege, cause manufacturing cost and charge to increase;
3, the company's current indebted scale is larger, and debt problem had be notted solve, financial cost is higher.
